Steal My Strategy

Snappy Kraken
  • 4.9 (14)
  • MARKETING
  • UPDATED MONTHLY
Steal My Strategy

Financial services marketing needs a jolt! We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together. The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.

  1. OCT 11

    Unsolicited Referrals: How Advisors Can Generate Referrals from Clients Without Even Asking

    Imagine this: Deep trust, unmatched value, and clients who can’t stop talking about you.  It’s time to ditch the awkward ask and start attracting new clients without even asking. There’s no one better to show us the way than Bill Cates, The Original Referral Coach. With decades of experience, Bill is a renowned expert in client engagement and referral marketing, known for helping financial advisors grow their businesses organically without the need for traditional sales tactics.  In this special episode, Robert & Bill peel back the curtain on how advisors can generate referrals from clients without even asking, why the first 90 days with a new client are absolutely critical, and how to host events that get clients talking about you, in the best possible way. And that’s just the start! We Explore:  Why the first three months with a new client can make or break your referral pipelineHow to generate referrals without ever mentioning the word "referralThe type of content that turns engaged clients into your best referral sourcesHow to transform your onboarding process into a relationship-building powerhouseAnd the MANY strategies Robert and Bill share that are data-driven and proven to deepen client relationships and generate referralsLinks to Check Out: WATCH the full video webinar HEREGet access to Bill’s FREE Referral ResourcesListen to Bill’s Top Advisor PodcastThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

    49 min

  2. SEP 24

    Breaking Down Economic Barriers with Kyla Scanlon

    What if someone told you they could make the economy, markets, and fiscal policy not just understandable, but downright engaging? Introducing Kyla Scanlon, an economic commentator and Bloomberg contributor, who has mastered the art of simplifying complex topics with a human touch. In a world where these topics are often labeled as dry or boring, Kyla cuts through the noise, distilling complex concepts into bite-sized, relatable content that’s attracting audiences. In this episode, we dive deep into Kyla's methods for making finance fun. From her knack for turning dry data into compelling stories to her ability to speak to her audience instead of at them, she shares her process that has earned her a devoted following. And here's the kicker: financial advisors, take note. Kyla’s approach isn’t just entertaining—it’s educational. We'll share how you can use these techniques to command attention, connect with your clients, and communicate what truly matters. We Explore:  Why “boring” is not in Kyla’s vocabulary when it comes to financeHow Kyla manages to create daily finance videos without sacrificing quality or accuracyThe unconventional method to overcome the fear of being on cameraHow to transform your financial expertise into engaging, relatable contentAnd the ONE strategy Kyla wants you to steal that’s the key to unlocking deeper connections with clients by tapping into their natural curiosityLinks to Check Out: Kyla’s Book, “In This Economy? How Money and Market Really Work.”Check out Kyla’s YouTube ChannelJoin Kyla’s NewsletterListen to Kyla’s PodcastConnect with Kyla on X This episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

    28 min

  3. SEP 5

    Hitting the Right Notes in Financial Advisor Marketing with Matt Ackermann

    How many Elton Johns are there in the world? Just one. How many financial advisors like you? Our guest today will reveal how you can stand out in your industry and become the rockstar of your financial practice. Meet Matt Ackermann, Chief Content Officer at Integrated Partners. Matt is dedicated to showcasing the talents of over 200 financial advisors and thought leaders within the firm. With over 25 years in wealth management, Matt has a knack for creating content that not only informs but also engages and inspires. In this episode, you’ll get a backstage pass to Matt’s fresh perspective on practice management by drawing parallels between the methods famous musicians use to perfect their craft and the strategies advisors can implement to enhance their own practices.  We Explore:  Why your brand needs to dance to its own tune (literally)—and how it makes you the star of your practiceThe surprising truth about the "helper mentality" and how it can set your brand apartUnderstanding the art of blending empathy and branding for maximum impactLearn the secrets used by legendary artists that can help you structure your practice for success and unstoppable growthAnd the ONE strategy Matt wants you to steal that ensures you'll showcase your brilliance while being entertainingLinks to Check Out: Matt’s book, “Center Stage: How to Become the Star of Your Practice.”Matt’s podcast, “Perfectly Integrated.”Connect with Matt on TwitterThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

    39 min

  4. AUG 1

    Protecting Artistic Integrity in the Age of AI with Lindsay Pearson

    Artificial intelligence is ubiquitous. The pressure to adapt to AI-driven trends can be overwhelming, making it easier to rely more on AI for our creative processes. Despite the pressures, there's a strong case for holding onto creative authenticity. Leading the charge on protecting artistic integrity is none other than Snappy Kraken’s own Creative Director, Lindsay Pearson. Her passion and desire to protect Snappy Kraken and the broader creative industry led us to having her on the show. In this episode, we chat about the world of artificial intelligence and its impact on the creative industry, how to use AI tools for image generation and content creation while maintaining ethical standards, and the benefits, challenges, and future implications of AI in design. We Explore:  Why AI is a double-edged sword no matter the industryHow to ethically use AI tools for brainstorming and ideationUnderstanding the fine line between inspiration and imitation in AI-generated artHow to strike the right balance between AI assistance and human creativityAnd the ONE strategy Lindsay wants you to steal for better AI prompting during brainstormingLinks to Check Out: See how Snappy Kraken is using AI to help financial advisors go from idea to finished email in minutesDiscover more about Snappy Kraken’s AI featuresThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

    19 min
  5. Building Stronger Client Relationships & Driving More Referrals

    JUL 11

    Building Stronger Client Relationships & Driving More Referrals

    In this very special episode of Steal My Strategy, we're republishing, with permission, a webinar featuring Robert Sofia, CEO of Snappy Kraken, who joined as a guest with Sean Brown, CEO of YCharts. They discussed and revealed key takeaways from YCharts' 2024 Advisor-Client Communication Survey. It was too good not to share. To follow along with the presentation you can DOWNLOAD THE FREE REPORTS: YCharts' 2024 Advisor-Client Communication Survey: https://go.ycharts.com/2024-advisor-client-communication-surveySnappy Kraken’s 2024 State of Digital Report: https://snappykraken.com/state-of-digitalWe Explore:  Navigate evolving client communication expectations amidst market shifts.Implement top-tier communication tactics to fortify client retention and spark referralsHow to harness YCharts’ latest research and Snappy Kraken’s State of Digital report to tailor a client-centric approach for impactful AUM growthAnd the MANY Strategies Sean & Robert deliver that are data-driven and proven to deepen client relationships and drive engagementLinks to Check Out: WATCH the recording here: https://www.youtube.com/watch?v=h0lMvo7ZoFY Stay Up-to-Date on All Future YCharts Webinars: https://go.ycharts.com/webinarWant to see how YCharts can enhance your investment research? Get started with a Free 7-Day Trial here: https://tinyurl.com/ysrdy97kFollow YCharts on social media: https://x.com/intent/follow?screen_name=ychartsThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

    45 min

  6. JUN 27

    SEC-Compliant Marketing: The Power of Client Reviews with Brian Thorp

    One of the most effective marketing tools is the positive experiences of your clients. Potential clients trust firsthand satisfaction, making the experiences of others invaluable for building long-lasting, meaningful relationships. Brian Thorp, CEO of Wealthtender, is revolutionizing how people connect with financial advisors and gain access to invaluable financial education.  They've introduced the industry's first SEC-compliant online review platform for advisors. A groundbreaking feature that ensures consumers can trust the reviews and ratings they read, making it easier than ever to find the right advisor to meet their unique financial needs. In the episode, we dive into how financial advisors can leverage client reviews to enhance their online presence and credibility while staying compliant with SEC regulations.  We Explore:  How to navigate the landscape of online review platforms—from Yelp to Google and your own advisory siteThe practical steps and strategies to leverage the opportunities presented by the new ruleUnderstanding the potential consequences of not pursuing client reviewsHow Wealthtender’s Certified Advisor Reviews are designed with SEC compliance in mindAnd the ONE strategy Brian wants you to steal that will help advisors create an emotional connection with prospects onlineLinks to Check Out: Online Reviews Playbook: Instantly download this step-by-step playbook to help you compliantly turn testimonials and endorsements into an evergreen source of digital referrals.Testimonial Marketing Success Story: United Financial Planning Group: Learn how UFPG: Won a $1.5M client over nearby advisors with help from their online reviews Converted a prospect who found their reviews in a Google searchIncreased their marketing ROI with client testimonials.Your Google Business Profile: Tips & FAQs for Financial Advisors:Get tips and answers to FAQs about Google Business Profiles and Google Reviews for financial advisors and wealth management firms.Wealthtender WebsiteThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

    35 min

  7. JUN 6

    Perfecting Customer Experience to Create Superfans with Brittany Hodak

    One overlooked factor determines whether artists fizzle out or skyrocket to stardom: superfans. Every successful artist, performer, and organization all have a loyal fan base.  Lucky for us, our guest today is a superfans expert. Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker who has delivered keynotes across the globe to organizations including American Express and the United Nations.  She has worked with some of the world’s biggest brands and entertainers, including Walmart, Disney, Katy Perry, and Dolly Parton, Taylor Swift, Dolly Parton, and Mötley Crüe. In this episode, we chat about crafting the ultimate client experiences, finding your unique story, and the strategies that advisors can use to turn clients into super fans. We Explore: Why Customer Service (CX) is the hidden key to business successHow to master the art of making every customer touchpoint a moment of genuine care and connectionHow to shift your focus from short-term gains to long-term customer relationships for sustained business growthThe BEST way to ask for referrals in a way that feels genuine and empoweringAnd the ONE strategy Brittany wants you to steal that’s a sure fire way to turn your customers into super fans➡️ Grab Brittany’s FREE Customer Experience Resources HERE! FREE Resources include:  How to Write Your Bio Guide Gifting GuideScripts for Asking for ReferralsThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

    30 min

  8. MAY 23

    The Art and Science of Relating to People with Dan Solin

    Embrace curiosity. Staying curious and asking questions can unlock meaningful change in the relationships around you. Renowned for his expertise in client-centered communication, Dan Solin brings a wealth of knowledge backed by scientific research to today’s episode. Dan is the New York Times bestselling author of the Smartest series of investing books, Ask: How to Relate to Anyone, and The Smartest Sales Book You'll Ever Read.  In this episode, we chat about and dive deep into the actionable strategies advisors can use to enhance their communication skills and forge deeper connections with clients and prospects.  We Explore: How the “Solin Process”, an evidence-based process created by Dan, has improved the conversion rates of hundreds of advisors and generated over $1.5 billion in AUM.  Why being the most INTERESTED person in the room is far better than being the most INTERESTING personThe advantages of being an introvert in sales and service rolesUnderstanding the more you empower the other person to talk about themselves, the healthier your relationship will beAnd the ONE strategy Dan wants you to steal that will eliminate the “Battle of the Agendas” in any prospect meetingLinks to check out: Dan’s WebsiteDan’s NEW book, Wealthier: The Investing Field Guide for MillennialsA list of all of Dan’s BooksThis episode was brought to you by:  snappykraken.com helping advisors create meaningful connections that drive business.

    36 min
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Trailer

4.9
out of 5
14 Ratings

About

Financial services marketing needs a jolt! We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together. The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.

Information

  • Creator
    Snappy Kraken
  • Years Active
    2021 - 2024
  • Episodes
    33
  • Rating
    Clean
  • Copyright
    © 2021 Snappy Kraken
  • Show Website
    Steal My Strategy

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